Number of Shares
354,242
Previous 166,029 113.36%
Holding current value
$0
Previous $8.67 Million 100.0%
% of portfolio
0.0%
Previous 0.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
N/A
188,213 Added 113.36%
354,242 $0
Q2 2024

Aug 14, 2024

SELL
N/A
-110,413 Reduced 39.94%
166,029 $8.67 Million
Q1 2024

May 14, 2024

BUY
N/A
276,442 New
276,442 $14.5 Million
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.